| LIN |
Report |
Adjusted EPS (Q2 2026) |
BEAT |
pred ~$4.54 vs. cons $4.49 |
MEDIUM |
| LIN |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$9.06B vs. cons $8.99B |
MEDIUM |
| LIN |
Report |
EMEA underlying sales growth (Q2 2026) |
MISS |
pred ~-3.5% vs. cons -1.0% |
MEDIUM |
| LIN |
Guide |
FY2026 Adjusted EPS guidance |
BETTER |
guide ~$17.70-$17.95 vs. cons $17.75 (FY2026) |
MEDIUM |
| LIN |
Guide |
Q3 2026 Adjusted EPS guidance |
BETTER |
guide ~$4.58-$4.68 vs. cons $4.58 (Q3 2026) |
MEDIUM |
| LIN |
Guide |
FY2026 operating margin expansion commentary |
BETTER |
guide ~65bps vs. cons ~50bps expansion (FY2026) |
LOW |
| LIN |
Guide |
FY2026 capex guidance |
UNCHANGED |
guide ~$5.25B (mid of $5.0-5.5B) vs. cons $5.25B (FY2026) |
HIGH |
| LIN |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.2% |
— |
MEDIUM |
| LIN |
Return |
5-day cumulative residual |
+0.3% (FADE) |
Headline EPS/revenue beat is driven largely by helium pricing pass-through and FX tailwind rather than core volume acceleration; full-quarter Hormuz impact confirms EMEA chemicals/energy volume drag continuing into Q3, and management's unchanged 'no macro improvement' guidance philosophy despite the late-July escalation limits estimate upgrades. Initial pop from the beat/streak-extension likely gets partially given back over the week as sell-side digests EMEA softness and a still-conservative full-year raise (low end only), consistent with implicit out-period caution outweighing the in-line-to-modest full-year EPS bump. |
LOW |